SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 27 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,937,818 | -8.0% | 156,874 | -4.7% | 5.66% | -5.9% |
Q2 2023 | $8,623,449 | +5.2% | 164,664 | -2.9% | 6.01% | -5.2% |
Q1 2023 | $8,198,612 | -22.9% | 169,498 | -28.0% | 6.35% | -5.1% |
Q4 2022 | $10,632,251 | +2.8% | 235,487 | -3.6% | 6.69% | +6.5% |
Q3 2022 | $10,344,000 | -8.1% | 244,247 | -3.0% | 6.28% | -4.1% |
Q2 2022 | $11,250,000 | – | 251,906 | – | 6.55% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |